Events  

2014: A year in questions

January

1. Michael Bains, a former financial adviser from Leeds, was struck off and jailed for defrauding six clients of how much money over three years?

2. Which AIM-listed company sold its 50.1 per cent stake in Bristol-based wealth management firm Deverill Black & Co to Towry?

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3. According to a poll by the Association of Consulting Actuaries, what percentage of the UK’s workforce can expect to retire at 65 by 2028?

4. Gareth Marr, who retired as director of The Red House Consulting after 30 years in financial services, previously advised which famous rock band formed in London?

5. How many times could the FCA paperwork scale the Eiffel Towe?

February

6. The FCA hit global custodian State Street UK with a fine for a deliberate strategy of marking up costs on certain transitions. How much were they ordered to pay?

7. A poll by Canada Life found that one in 10 employees’ UK workers’ income are protected from which event?

8. Yorkshire Building society announced it will refund all administration fees for mortgage arrears, backdated to January 2009. How much is the bill expected to total?

9. According to a report by the Intergenerational Foundation, the gap between the wages of workers under 21 and those over 50 has widened by 50 per cent since which year?

March

10. Which well-known industry figure was appointed as non-executive director of adviser support company Adviser Advocate?

11. Which North Wales-based national advisory firm confirmed that it is withdrawing its award-winning graduate training programme?

12. How much was a 50-year-old man offered in compensation by the financial services ombudsman after his brother unlawfully gained access to his Barclays’ personal current account?

13. Financial Adviser’s very own vigneron, Laurie Edmans CBE, has been appointed as non-executive director of which adviser network and financial services firm?

April

14. According to the FCA’s Regulated Fees and Levies consultation paper, how much money would the FCA need during the 2014/15 financial year to promote its vision and objectives?

15. What was the name of a Devon-based adviser who lost his legal battle to recoup £81,000 from his brother in a building dispute dating back seven years?

16. What did IFAs rank as their biggest business challenge, according to a survey by specialist adviser software firm Intelliflo?

17. Gatehouse opened a new client investment office in which area in central London?

18. Which company merged its fund into the Architas Multi-Asset Blended fund?

May

19. What was the name of the 22-year-old graduate of the Financal Adviser school who became one of the youngest people in the UK to qualify as an IFA?

20. The average worker sees his income plummet by what percentage when he retires, according to research from LV=?

21. Bellpenny completed the £75m acquisition of which Essex-based asset management firm?

22. Who was appointed as chief executive of Countrywide following Grenville Turner’s decision to step down in February?